三星、SK海力士财报同日对决，双双冲刺史上最好业绩，HBM4之争全面升级

| Topics | Samsung | SK hynix | | --- | --- | --- | | 4Q25 | KRW 20 Trillion, | KRW 16-17T projected, | | Earnings | Memory at | KRW 18T within reach | | | High KRW 17T | | | 2026 Profit | KRW 150T projected | KRW 100T projected | | 2026 | Well above KRW 40.9T | | | Capex | (2025 DS Division) | Above KRW 30T | | | DS: Taylor fab: 2nm forc | Cheongju M15X fab: | | | production by 2H26 | HBM4 1b DRAM | | | Pyeongtaek P4: 1c DRAM | production to start Feb. | | Expansion | 200K wafers/mo by | Cheongju P&T7 adva ...